Whether it’s planning a debt reduction strategy orgetting the latest financial information about the pen-sion you need for later in life, Money has the right toolsto help you get more from your money. Now, everyone’s journey will be different, but we all have the very same opportunity to get better at looking after our money. Having to remember when arecurring bill or deposit is dueis a thing of the past withMoney. Now you can enterdetails of recurring deposits,transfers, bills and otherregular transactions and thenask Money to remind youwhen they are due. When to review yourplan. Your lifetime planresults will be as useful asthey are up-to-date.Therefore, you should reviewyour plan every 3 months, orwhen something happensthat could affect yourfinancial picture, such aschanging your career oranother major event such ashaving children.

Money: A User’s Guide - Whateley, Laura: 9780008308315 - AbeBooks

TransferringMoneyBetweenAccountsTransferring money betweenaccounts in Money, liketransfers to pay a credit card,is easy when you followthese simple step-by-stepinstructions. Base the amount on either the opening balance ofthe account when it was first opened, or the openingbalance of a previous statement. Multiple items andcategories for a singletransaction. If there aremultiple items for a singletransaction, you can chooseto use the Split transactionfunction where each itemcan be assigned to differentcategories. For example, ifyou buy petrol along withsome drinks and sweets andyou want to create detailedreports that accurately showhow you spent your money,use the Split function torecord details for allthese items. Welcome radio button. Enteran ‘End date’ if you aresaving until a specific date.If you leave this blank,Money will estimate the valueover the coming five years. Having set up the linkbetween Money on yourcomputer and MSN Money onthe Internet, you can nowfollow the progress of yourinvestments that you have inboth Money and MSN Money.That includes updatingMoney with any newinvestments added to yourportfolio on MSN Money. Oneway this can be performed isby selecting the 'Update Now'option within Money on yourPC.It runs through EVERYTHING. In the most relatable of waysss, she covers mortgages, renting well, buying cars & future-proofing your finances. EsEsEsEsEstimate Plan Vtimate Plan Vtimate Plan Vtimate Plan Vtimate Plan Value:alue:alue:alue:alue: Use this to produce a graph,showing an estimate of how much one of your savingsplans is likely to be worth on a specific date in thefuture, so you can see whether it will cover the cost ofa planned event for example. This is fine provided you do not intend to realiseyour more volatile investments in the short term. Manypeople find it’s a good idea to set aside money for suit-able investments that will mature at the time theyneed them. INTERNET UPDATESSubjectSubjectSubjectSubjectSubject DescrDescrDescrDescrDescriptioniptioniptioniptioniption Exploring MSN Money and theWeb from within MoneyAnother area to explore on the Internet using Money isMSN Money where you will find financial planning toolsas well as up-to-date news and reference articles. You caneven search for a particular financial product, such as amortgage, that suits your financial needs.

Money: A User’s Guide - Laura Whateley - Google Books

Tips for Getting up and RunningIf you are new to Money, try this strategy to getacquainted with your new personal finance manager: AAAAAdvdvdvdvdvanced:anced:anced:anced:anced: This mode provides a more advancedlevel of functionality which includes access to a morecomprehensive list of reports. DocumentsRemember... having all the information you need closeat hand may seem like a lot of work, but if you spend alittle time now, it will save a lot of time later! Start byputting all your bills, receipts and other papers in traysnear your computer where you use Money. Some of thedocuments you will need are: Cleared Column In the Cleared Column, ‘C’ in theAccount Register, you will see an ‘E’for items added or matched totransactions on an Online Statement.These will change to an ‘R’(for Reconciled) when you balanceyour account.

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Linking accounts. If youneed to link accounts such asthose for you and yourspouse, then the accountsneed to be in the same file. Opening Balance. Whenyou are asked by the wizardto enter how much you oweon this credit card, look atyour latest credit cardstatement for the previousbalance and enter thatfigure. Then when you enterinto Money the credit cardtransactions, your Moneyaccount will balance withthe credit card statement. As you have assigned the income to appropriate cat-egories, when you generate reports such as ‘Income andSpending’ in the Reports gallery (Advanced mode), youcan see which of the categories is generating the mostincome. If you divide each main category into subcat-egories, Money will display even more detail on yourearnings. Take the navigation bar pictured below for example.This has links to centres such as Accounts, Bills, Reportsand Budget where you will find further links to offlinefeatures stored within the program on your computer. When you create the deposit, you can split it be-tween the two categories of work the money was derived

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Offline and Online FeaturesThe features within Money centres can be divided intothree categories, those that are offline (on your PC),those that are online (on MSN Money) or a combinationof both. The Risk FactorThink carefully about the risk factor before choosingyour investment options. At one end of the scale, there isless risk to be taken when placing your money in depositaccounts offered by banks and building societies(Savings). At the other end, you can gamble a lot ofmoney on high risk ventures which offer nosafety net.

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What will my savings planbe worth when itmatures? If you have asavings plan and want toknow what it is likely to beworth on a future date, useMoney’s ‘Estimate PlanValue’ function. If the plan isof a fixed duration, then getan idea of what it may beworth at maturity.Otherwise, if it is an open-ended plan, get an estimateof what it might be worth ona date of your choice. Youcan use the estimator to tryout ‘what if’ scenarios. Findout what combination ofcontributions and growth islikely to be required to returnthe sum that you want for aparticular date. InInInInInvvvvvesesesesestment Ptment Ptment Ptment Ptment Pororororortftftftftfolios:olios:olios:olios:olios: A portfolio is an overall viewof all your investments. I hated reading this, but it was good for me. Like, I am glad to have read it—but didn’t really enjoy it. If you want to change wherethe files will be stored onyour computer, there is anoption on the bottom leftof your screen.

Money User’s Guide | Microsoft Money Access the Money User’s Guide | Microsoft Money

Keeping an eye on your investments has never beeneasier thanks to the improved integration between theMicrosoft Money software on your computer and MSNMoney on the Internet. Deposit details. Statements, paying-in book, bankpaying-in slips and other documents listing deposits. LifLifLifLifLifeeeeetime Plannertime Plannertime Plannertime Plannertime Planner: Plan for your lifetime ahead!Money’s Lifetime Planner can help you accomplishyour goals such as buying a house, paying for yourchildren’s education and more. Choose a category for theitem from the ‘Asset Type’drop-down list. If you select‘Appliances’, the item beingadded will only appear in theinventory list when eitherthe ‘Appliances’ or ‘All’ itemin the Left pane is selected.ArchivingYour MoneyFileIn the File menu is an optioncalled Archive. Choosingthis does two things. Firstly,it makes a complete copy ofthe Money file you haveopen and saves it to disk.Secondly, after saving acomplete copy of yourMoney file, it then deletestransactions in selectedaccounts up to aspecified date. It's timely. It lets you know which transactions havecleared the bank as soon as they clear. And you canenter unknown transactions (such as interest ac-crued, finance charges, and bank fees) without hav-ing to wait for a paper statement. In the ‘Add to Favourites’dialogue box, type a namefor your favourite report intothe ‘Report name’ box. Youcan if you prefer, choose anexisting name from the drop-down list.